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EMS Software Update: July 27th, 2023
Courtney Single

We’ve Updated our Expanded Gender Options!

At a Glance:

  • The new updates to our expanded gender options provide more flexibility to our schools regarding the information they’d like to ask on forms from their families and how they’d like to see this information displayed internally within the system.

  • New Navigation! Settings > Fields & Data > Gender Field Configuration

Gender Options

  • Schools will be able to select which field options to display: Female, Male, Non-Binary, Prefer Not to Answer, Self-Identify.

Pronoun Options

  • Show Pronoun Selection: Allows schools to select whether or not they will display the Pronoun field on forms.

  • Require Pronoun Selection: Allows schools to select whether or not pronoun selection on a form will be required.

  • The pronoun list remains the same with the exception of the addition of a 4th option, Prefer Not to Answer, she/her, he/him, they/them, prefer not to answer.

  • The ‘Display Pronouns’ checkbox within the configuration page allows schools to select whether or not they would like to display a student’s pronouns next to their name in the contact record.

Existing Clients with Expanded Gender enabled will be migrated to:

  • Gender Options = Male, Female, Self-Identify

  • Pronoun Selection = On

  • Pronoun Selection Required = Off

  • Display Pronouns = On

Help Articles

To learn more about this update, please review the following help article:

Billing: The Column has been added to the Billing Import Template!

At a Glance:

  • Previously, the child id field was absent in the billing import template, which led to challenges when attempting to reconcile charges with the respective students in a different system during the import process.

A few notes:

  • Only the child (student id’s) have been added, not the parent.

  • The id will auto-populate when the import template is exported from a search.

  • All other billing report exports already contain column

Help Articles

To learn more about this update, please review the following help article:

Additional Resources

Admissions Refresh Season is here and our team at Finalsite Enrollment is here to help! 

We’re in our final week of our first round of Admissions Refresh trainings to get you ready for each step of the process. A second round of all training sessions kicks off next week! This includes how to schedule and run events, how to update your system and custom communications and landing pages, how to setup streamlined checklists for your prospective families as well as your internal workflows, and more! Sign up NOW for Admissions Refresh training!

How to Access your Admissions Refresh Checklist

  • Click on 'Settings' --> 'General'--> 'Admissions Refresh.' There's only one checklist per site, so it's shared by all Admins in your system. You can clear out all items each year and re-check them as you complete them. Make sure to click 'Save' at the bottom to save your progress.

Support Help

  • If you have any questions, please click on Help→Submit a New Request within the upper right of your SchoolAdmin site to work with our best-in-class Support Team! 

📢 NEW! Finalsite Enrollment Video Library

  • These short (5 minutes or less) training videos are designed to empower you in mastering the basics of Finalsite Enrollment.
  • Click here to check them out!

📢 NEW! Billing Post-Launch Training Sessions

This course is for any school with our Billing Module that's has a launched (live) site. It will help you manage adjustments to contracts, ledger actions, communications and daily reporting. We'll also explore the parent billing experience to see what your families can manage from their side of the portal.

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